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Cato Corp
CATO

148 hedge funds and large institutions have $380M invested in Cato Corp in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more call options, than puts

Call options by funds: $322K | Put options by funds: $23K

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

6.45% more ownership

Funds ownership: 83.59% → 90.04% (+6.5%)

2% more funds holding

Funds holding: 145 → 148 (+3)

17% less capital invested

Capital invested by funds: $456M → $380M (-$75.7M)

Holders
148
Holders Change
+3
Holders Change %
+2.07%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
65
Reduced
41
Closed
24
Calls
$322K
Puts
$23K
Net Calls
+$299K
Net Calls Change
+$594K

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$9.35M
2
BTW
Boston Trust Walden
Massachusetts
+$8.15M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.01M
4
DIA
Denver Investment Advisors
Colorado
+$4.79M
5
Deutsche Bank
Deutsche Bank
Germany
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$11.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.9M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.68M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.24M
5
BlackRock
BlackRock
New York
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$3.21M -$167K -8,171 -4%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.91M +$283K +13,832 +9%
Bank of America
28
Bank of America
North Carolina
$2.9M -$844K -41,325 -20%
MWNA
29
Marshall Wace North America
New York
$2.63M +$2.99M +146,265 New
DCM
30
Dean Capital Management
Kansas
$2.56M +$849K +41,550 +40%
AIM
31
Alambic Investment Management
California
$2.37M +$2.76M +134,866 New
GCP
32
GSA Capital Partners
United Kingdom
$2.34M +$2.72M +133,251 New
TCIM
33
TIAA CREF Investment Management
New York
$2.33M +$712K +34,838 +36%
LCM
34
Landscape Capital Management
New Jersey
$2.21M +$2.56M +125,417 New
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$2.17M +$110K +5,400 +5%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$2.12M +$200K +9,800 +9%
LKIM
37
Lawson Kroeker Investment Management
Nebraska
$2.1M -$249K -12,177 -9%
Prudential Financial
38
Prudential Financial
New Jersey
$1.97M +$656K +32,120 +40%
Allianz Asset Management
39
Allianz Asset Management
Germany
$1.79M -$154K -7,536 -7%
Invesco
40
Invesco
Georgia
$1.52M +$189K +9,270 +12%
Millennium Management
41
Millennium Management
New York
$1.45M +$1.07M +52,245 +175%
SFM
42
Systematic Financial Management
New Jersey
$1.36M +$1.58M +77,385 New
PPA
43
Parametric Portfolio Associates
Washington
$1.35M +$168K +8,209 +12%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.33M -$94K -4,600 -6%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.28M -$33.7K -1,648 -2%
LSV Asset Management
46
LSV Asset Management
Illinois
$1.19M – – –
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.03M – – –
ARTA
48
A.R.T. Advisors
New York
$1.01M +$562K +27,500 +91%
RJA
49
Raymond James & Associates
Florida
$848K +$213K +10,421 +28%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$840K +$243K +11,916 +33%
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CATO Hedge Fund Activity: Q2 2017 in Review

148 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Cato Corp (CATO) for Q2 2017, worth a combined $380M — down 17% from $456M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CATO positions and 24 closed out — a net gain of 3 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $9.35M. The largest seller was Royce & Associates, cutting an estimated $11.8M.

  • 148 institutional investors held Cato Corp (CATO) as of Q2 2017, up from 145 in Q1 2017.
  • Funds reported $380M of Cato Corp stock for Q2 2017, down 17% quarter-over-quarter.
  • 27 funds opened new Cato Corp positions in Q2 2017 and 24 closed out, a net change of +3 holders.
  • The largest Cato Corp buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $9.35M added.
  • The largest Cato Corp seller in Q2 2017 was Royce & Associates, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2017.